AI驱动需求韧性凸显 CrowdStrike(CRWD.US)Q3业绩超预期并上调全年指引

智通财经2025-12-03

智通财经APP获悉，网络安全公司CrowdStrike Holdings Inc.(CRWD.US)公布了超预期的第三季度业绩，同时上调了2026财年业绩指引，这一举措凸显了市场对其日益丰富的人工智能(AI)驱动型网络安全产品组合的强劲需求韧性。财报显示，截至10月31日的2026财年第三季度，该公司营收为12.3亿美元，同比增长22%，超出分析师预期的12.1亿美元，调整后每股收益为0.96美元...

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guidance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRWD":1.5},"content_text":"智通财经APP获悉，网络安全公司CrowdStrike Holdings Inc.(CRWD.US)公布了超预期的第三季度业绩，同时上调了2026财年业绩指引，这一举措凸显了市场对其日益丰富的人工智能(AI)驱动型网络安全产品组合的强劲需求韧性。财报显示，截至10月31日的2026财年第三季度，该公司营收为12.3亿美元，同比增长22%，超出分析师预期的12.1亿美元，调整后每股收益为0.96美元，超出0.94美元的预期。其中，订阅收入增长21%至11.7亿美元。年度经常性收入(ARR)同比增长23%至49.2亿美元，三季度净新增ARR达2.653亿美元。经营活动产生的净现金为3.975亿美元，自由现金流达2.959亿美元。截至季度末，CrowdStrike持有的现金及现金等价物为48.0亿美元。CrowdStrike创始人兼首席执行官George Kurtz表示：“凭借正确的架构、产品与执行力，CrowdStrike已成为实现安全AI转型的赋能者。第三季度是公司历史上表现最出色的季度之一。”展望未来，CrowdStrike预计全年营收将在47.97亿至48.07亿美元之间，此前指引区间为47.49亿至48.05亿美元，分析师普遍预期为47.84亿美元。全年调整后每股收益指引也从3.60至3.72美元上调至3.70至3.72美元，高于3.67美元的市场预期。另外，该公司预计第四季度营收将在12.9亿至13.0亿美元之间，而市场预期为12.93亿美元;预计调整后每股收益为1.09至1.11美元，高于1.08美元的市场预期。当前，企业正持续面临来自犯罪黑客与网络间谍的威胁，其中部分攻击者已开始运用AI技术升级攻击手段。这推动了网络安全需求持续强劲，各公司纷纷加大对AI安全系统的投入，以应对日益复杂的数字威胁激增。CrowdStrike的竞争对手包括Palo Alto Networks Inc.(PANW.US)和SentinelOne Inc.(S.US)，这些企业都在激烈角逐彼此的市场份额。作为整合安全运营、吸引寻求一体化解决方案客户的重要举措，该公司一直在其Falcon平台推广AI驱动的功能，包括9月新推出的检测与分类工具。首席财务官Burt Podbere在声明中表示：“随着客户向Falcon平台集中整合，我们正充分把握AI驱动的需求机遇，推动销售渠道规模达到历史最高水平。基于这一强劲增长势头，我们决定上调2026财年业绩指引。”这一乐观展望也标志着这家总部位于德克萨斯州的公司的业务回升。CrowdStrike成立于2011年，随着各类组织应对日益复杂的网络攻击和云迁移需求，该公司已成长为最大的网络安全供应商之一。但在去年，该公司曾因一次有缺陷的软件更新导致Windows系统大面积故障，进而影响医院、银行和机场运营，其声誉受损。财报公布后，CrowdStrike股价在盘后下跌约1.5%。该公司股价今年迄今已上涨约51%，表现优于多数竞争对手。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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